PCB(μȸα) Ǹ ϴ ȸ. 6 R&D ϰ ִ. , ߱ Ϻ ؿ ֿ ִ.
1б ǰ 26.1%, ݵü (Package Substrate) 73.9%. , 90%, 10%.
2022 3б ߴٰ, ֱ 2 б ϴ ̴. Ͱ ͵ 帧 Բ ߴ.
[1] Ʈ(ȯ)
(ڷ: ġ)
1б ȯ ͷ ͷ 15.9%, 11%. ͷ ۳ 3б 22.3%, 16.2% ϶ϴ .
[2] ͷ Ʈ(ȯ)
(ڷ: ġ)
ǰ ϶ ̾, ֱ 2 б ݵߴ. 1б ȯ ǰ 75.4%, 8.7%.
[3] &ǰ(ȯ)
(ڷ: ġ)
ڻ ۳ ϶ ̴ 1б ݵ 10.6% ߴ. ٸ, ڻ 10% 帧 δ.
[4] ڻ (ȯ)
(ڷ: ġ)
ֱ ڱںͷ(ROE) 28.2%. ̴ 5 13.4% ̴. ROE ۳ 2б 46.8% ϶ ؿ ̸.
30 ðѾ ְڻ(PBR) 1.88, 5 2.17迡 . PBR 4б 1.38踦 ݵϴ 帧̴.
[5] ROE&PBR(ȯ)
(ڷ: ġ)
ROE 3 ǥ мϴ м . ͷ ֱ 2 б ϶ ڻȸ ϶ϴ . ݸ, 繫 2 б ̾.
[6] м(ȯ)
(ڷ: ġ)
2015 ǽ Ÿ. ֱ ִ . ִ 2020 320 2021 2022 500 ߴ. ۳ ð 1.9%.
[7] &ð()
(ڷ: ġ)
, 缺 2020 18% 2021 14% 2022 6% .
[8] 缺&ð()
(ڷ: ġ)
1б ä 123.5%, 106.7%. Ϲ ä 100% , 100% ̻ 繫 ưưϴٰ Ѵ. ̿ 繫 ŷ ƽ ̴.
[9] ä (ȯ)
(ڷ: ġ)
Ա 1б ϴ ̴. ̿ Ա ۳ 4б 7.9% 1б 15.4% ߴ.
[10] Աݰ Ա (ȯ)
(ڷ: ġ)
1б ȯ ں 33.3. ̴ ں ִٴ ˷ش.
[11] ں(ȯ)
(ڷ: ġ)
ֱ 2 б ϶ , ̴ ְ ݵϴ .
[12] ְ&(ȯ)
(ڷ: ġ)
30 ؿ Ʈ ۼ Ű "ݵü , , ǰ ϶ ø PCB ؽ ϶ Ŭ ̴", "ְ ȸ ̰ ־ 2б ǹְ 3б ȯ õ ̴" ߴ.
"ΰ SiP GDDR6 ȸ ̲ ִ', " ݵü ŭ ݵü Ȳ ȸ ǰ, ǰ õ ̴" мߴ.
VƮ мغ
ۼǾϴ. ۿ õ ϴٴ ݵ ּ. Ǵ å ο ֽϴ.
۱ڨ ġ ã ħ, (itooza.com)
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